웨비나 및 업데이트
10 4월 2024
판테온 리소스 PLC
웨비나 및 업데이트
판테온 리소스 PLC (AIM: PANR) ("Pantheon" or "the Company"), the oil and gas company with a 100% working interest in the 코디 and Ahpun projects, covered by 193,000 acres of leases with an additional c. 66,000 acres to be awarded following successful bids in the 2023년 일월 lease sales, all in close proximity to pipeline and transportation infrastructure on 알래스카의 노스 슬로프, confirms that as previously announced, a webinar presentation and Q&A will be held at 오늘 오후 5.00시 영국 서머타임 과 is open to all shareholders and other interested parties (the "Webinar"). Registration details can be accessed at: https://www.investormeetcompany.com/pantheon-resources-plc/register-investor
웨비나 중에 전달될 파워포인트 프리젠테이션 사본과 웨비나 녹화본은 회사 웹사이트에 업로드됩니다. https://www.pantheonresources.com/ 일단 가능.
웨비나 정보
In this Webinar, the management team will provide further context on the newly released Independent Expert Report ("IER") on the Kodiak Field by Netherland, Sewell & Associates ("NSAI"), Pantheon's newly released management resource estimate on the new leases for the Eastern extension of the Ahpun field, modelled individual well economics, together with a detailed Q&A session. 프레젠테이션에서는 업데이트된 특정 정보를 포함하여 다음 내용을 다룹니다.
1. NSAI 보고서 요약 및 평가 상승세
2. Additional IERs presently underway on Ahpun
3. Modelled Individual well economics and commerciality
4. Pantheon management resource estimates - Ahpun project - Eastern Topsets
5. Discussion on opportunity for non-equity dilutive funding backed by potential gas sales to in-state consumers through the AGDC proposed gas pipeline
6. Discussion on potential Helium opportunity
7. 질의응답
Current Resource Base for Pantheon Leases in ANS (based upon 100% working interest)
출처 | 분류 | 최선의 견적 기름 (백만 배럴) | 최선의 견적 NGL (백만 배럴) | Total Marketable Liquids (million bbls) | 최선의 견적 Gas (bcf) |
Kodiak (NSAI - April 24) | Contingent | 425.8 | 782.1 | 1,207.9 | 5,396.3 |
Ahpun - Alkaid (LKA - J20) | 분견대 | 76.5 | - | 76.5 | 해당 사항 없음 |
Ahpun - Western Topsets (management estimate, 21년 XNUMX월) | Contingent | 404 | - | 404 | 2,000 |
Ahpun - Eastern Topsets (management estimate - see below) | P관대 한 | 510 | 99 | 609 | 3,300 |
Other Zones, SFS, UBFF, Kuparuk | 해당 사항 없음 | 해당 사항 없음 | 해당 사항 없음 | 해당 사항 없음 | 해당 사항 없음 |
NSAI Contingent Resource Estimates - Kodiak Field
Following receipt of NSAI's Independent Expert's Report announced on 9 April 2024, the current best estimate of contingent recoverable marketable liquids stands at 1,207.9 million barrels ("mmbbls") and 5,396.3 billion cubic feet ("bcf") of natural gas for the Kodiak Field. This represents a 25% increase compared to the 2023 assessment prior to the inclusion of the new leases on which Pantheon was the successful bidder in December 2023. The high estimate shows a better than 40% increase on the previous report, reflecting the potential for substantial improvement in reservoir properties at shallower depths in the new leases.
Lee Keeling & Associates ("LKA") Reserves Estimates - Ahpun Field, Alkaid Horizon
LKA has been contracted to provide an updated Independent Expert Report ("IER") on the Alkaid horizon of the Ahpun Field. This work is presently underway and will be released once completed.
Cawley Gillespie & Associates ("CGA") Contingent Resource Estimates - Ahpun Field, Western Topsets
CGA has been contracted to provide an IER on the Western Topsets in the Ahpun Field. This work is presently underway and will be released once completed.
Management Resource estimate - Ahpun Eastern Topsets
Approximately 23,000 of the c.66,000 acres successfully bid for in December 20231 cover the Eastern Topsets of the Ahpun project. Management has completed an internal resource assessment and, in a P50 case, estimates a Prospective Resource (gross) of 609 million barrels of marketable liquids, as summarised in the table below. The Company intends to drill an exploration/appraisal well in the Ahpun Eastern Topset, once funded, to further refine the resource estimate.
1 The Company has paid an initial 20% deposit to the State of Alaska with the remainder payable on official award of the new leases which is anticipated this quarter.
Ahpun Eastern Topsets - Management resource estimate - 100% working Interest1
리소스 카테고리 | 기름 (백만 배럴) | NGL (백만 배럴) | Total Marketable Liquids (백만 배럴) |
Low Estimate (1U) | 383 | 73 | 459 |
Best Estimate (2U) | 510 | 99 | 609 |
High Estimate (3U) | 687 | 134 | 818 |
I. Gross resources - prior to deduction of c. [13.5% to 17.7%] royalties.
II. Pantheon will have 100% working interest in all leases once award complete.
III. Management resource estimates have been prepared in accordance with definitions and guidelines set forth in the 2018 Petroleum Resource Management System (PRMS) approved by the Society of Petroleum Engineers (SPE).
IV. Estimated 70% Geological probability of success.
SLB Modelling Update - Ahpun Western Topsets Individual Well Type Curve
SLB has continued its dynamic modelling of Pantheon's reservoirs and provided a single well model based on the rock properties logged and sampled (whole core) at the Pipeline State-1 well location. This results in per well recoveries of 3.7 million barrels of marketable liquids and 8 bcf of natural gas.
Illustrative Economic Modelling - Ahpun Western Topsets Individual Well Company Assessment
SLB's results are consistent with the Company's own modelling, which estimates 3.5 mmbbls and 8 bcf expected recoveries per well, and yields the following economic results (on a pre-Federal Income Tax basis):
Illustrative examples - Per well modelled economics
| |||
Ahpun Topsets EUR 3.5 mmbbls |
| ||
ANS price per bbl | NPV @ 10% $000's | IRR |
|
$60 | $43,872 | > 100 % | |
$70 | $57,052 | > 100 % | |
$80 | $70,232 | > 100 % | |
$90 | $83,412 | > 100 % |
Kodiak - Theta West EUR 3.65 mmbbls |
| Kodiak Updip EUR 4.56 mmbbls | ||||
ANS price per bbl | NPV @ 10% $000's | IRR |
| ANS price per bbl | NPV @ 10% $000's | IRR |
$60 | 36,398 | > 100 % | $60 | 48,811 | > 100 % | |
$70 | 68,226 | > 100 % | $70 | 83,328 | > 100 % | |
$80 | 100,055 | > 100 % | $80 | 117,845 | > 100 % | |
$90 | 131,884 | > 100 % | $90 | 152,361 | > 100 % |
Principal assumptions and management estimates:
• ANS prices have been discounted by 10%.
• Wells modelled at 3.5 million bbl marketable liquids EUR in Ahpun Topsets, 3.65 million bbl in Kodiak at Theta West-1 location and 4.56 million bbl in updip Kodiak locations.
• Assumed zero revenues for natural gas or helium.
• Transportation costs - TAPS tariff and shipping to US West Coast estimated at $7.50/bbl.
• 1 injection well modelled for every 3 production wells.
• Production wells costed at $17 million and injection wells costed at $15 million per well.
• Well pads and production facilities estimated at $50 million for 20 well pad.
• State profits tax at 35% after payout (4% minimum tax rate prior to payout). Pre federal taxes.
• Estimates based upon information available at the date of announcement - actual outcomes may differ.
더 자세한 정보 :
판테온 리소스 PLC
CEO 제이 치탐
데이비드 홉스, 회장 +44 20 7484 5361
Justin Hondris, 재무 및 기업 개발 담당 이사
카나코드 제뉴이티 L모방 한 (지명된 고문 및 broker)
헨리 피츠제럴드-오코너, 아나 에르체고비치 +44 20 7523 8000
브라이더레이
팀 블라이스, 메건 레이, 매튜 볼드 +44 20 7138 3204
In accordance with the AIM Rules - Note for Mining and Oil & Gas Companies - June 2009, the information contained in this announcement has been reviewed and signed off by David Hobbs, a qualified Petroleum Engineer and a member of the Society of Petroleum Engineers, who has nearly 40 years' relevant experience within the sector.
본 공지사항에 포함된 정보는 다음과 같이 간주됩니다. 판테온 리소스 PLC 시장 남용 규정(EU) No. 596/2014에 규정된 대로 내부 정보를 구성합니다. 영국법에 따르면 유럽 연합 (철회) 2018년 법("MAR").
편집자 주
Pantheon Resources plc is an AIM listed Oil & Gas company focused on developing the Ahpun and Kodiak fields located on state land on the Alaska North Slope ("ANS"), onshore USA, where it has a 100% working interest in c. 193,000 acres. In December 2023, Pantheon was the successful bidder for an additional 66,240 acres with very significant resource potential, contiguous to the Ahpun and Kodiak projects. Following the issue of the new leases, which are expected to be formally awarded in summer 2024 upon payment of the balance of the application monies, the Company will have a 100% working interest in c. 259,000 acres. Certified contingent resources attributable to these projects are currently around 1.3 billion barrels of marketable liquids, located adjacent to Alaska's Trans Alaska Pipeline System ("TAPS") with additional IERs expected within the next month.
Pantheon의 명시된 목표는 5년 말까지 회수 가능한 자원의 $10-$2028/bbl 가치에 대한 지속 가능한 시장 인식을 입증하는 것입니다. 이는 2025년 말까지 Ahpun 유전에 대한 최종 투자 결정("FID")을 목표로 하며 다음 조건을 따릅니다. 규제 승인, 하루 최소 20,000배럴의 판매 가능한 액체 생산을 TAPS 메인 오일 라인에 구축하고, 결과 현금 흐름을 2028년 말까지 Kodiak 유전의 FID 지원에 적용합니다.
다른 ANS 프로젝트와의 주요 차이점은 Pantheon에 상당한 경쟁 우위를 제공하는 기존 도로 및 파이프라인과의 근접성으로, 인프라 비용을 실질적으로 낮추고 일반적인 것보다 훨씬 낮은 사전 현금 흐름 자금 요구 사항으로 개발을 지원할 수 있는 능력을 제공합니다. 알래스카에서.
The Company's project portfolio has been endorsed by world renowned experts. Netherland, Sewell & Associates ("NSAI") estimate a 2C contingent recoverable resource in the Kodiak project that total 1,208 million barrels of marketable liquids and 5,396 billion cubic feet of natural gas. Cawley Gillespie & Associates and Lee Keeling & Associates are working on estimates for the Ahpun Field Topset and Alkaid horizons.
용어사전
Bbl: 배럴
숨은 참조: XNUMX 억 입방 피트
우발 자원: 특정 날짜를 기준으로 개발 프로젝트를 적용하여 알려진 축적량에서 잠재적으로 회수할 수 있을 것으로 추정되지만 하나 이상의 우발 상황으로 인해 현재 상업적으로 회수할 수 없는 것으로 간주되는 석유의 양입니다.
NGL: 천연가스 액체(NGL)는 액체 형태로 가스 상태에서 분리되는 천연가스의 구성 요소입니다.
유망한 자원: Those quantities of petroleum which are estimated, on a given date, to be potentially recoverable from undiscovered accumulations.
RNS는 귀하의 IP 주소를 사용하여 약관 준수 여부를 확인하고, 귀하가 이 커뮤니케이션에 포함된 정보를 사용하는 방식을 분석하고, 그러한 분석을 익명으로 다른 사람과 상용 서비스의 일부로 공유할 수 있습니다. RNS와 런던 증권 거래소가 귀하가 제공한 개인 데이터를 사용하는 방법에 대한 자세한 내용은 개인 정보 보호 정책을 참조하십시오.